Filed March 26, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
TIAA3+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $245 |
Filed as: FIDELITY INV. INST. OPR. CO. INC. Service code 50 · EIN 04-2647786 | Direct Payment | $96 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,496 | $57,976+31.9% | $62,995+21.4% | $62,292+22.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.66% | 17.54%-2.9pp | 87.57%-72.9pp | 28.90%-14.2pp |
| Employer contribution / active EE | $4,082 | $2,415+69.0% | $2,759+48.0% | $2,042+99.9% |
| Participant deferral / active EE | $5,252 | $2,956+77.7% | $3,329+57.7% | $3,169+65.7% |
| Admin fee / account holder | $1 | $276-99.8% | $3,600-100.0% | $479-99.9% |